Op-ed: A holistic view of #China 's trajectory in the context of an #EconomicGrowth slump now available: macrowizard.substack.com/p/chinas-econo… #Macro #Beijing #BRICS2023 #XiJinping #investing #Military #PLA #markets

ETF investor base doesnt care about random lines drawn by retail CT influencers. Capo and the rest of the so called OG TA astrologists cater to retail plebs desperate for advice… Dont fall prey to their bullshit. Fundamentals are in town. Thanks for playing. #BTC $IBIT

The pain trade is new ATH pre halving… “Cycles” are no longer as relevant. its going to be a hell of a ride. #BTC

In recent yrs, #Bitcoin exhibited a strong correlation with interest rates and risk assets. However, this correlation has decoupled the past few months, particularly vs rates. Typically, an increase in real rates would lead to a decline in Bitcoin, given its lack of

$MSTR $BTC The advantage of issuing convertible bonds as a corporate are many. It is not a coincidence the vast majority of new issues are non-investment grade, particularly in the US. Here are some of those advantages: 1. You get to sell your equity at a premium. In MSTRs

Unpopular opinion: Western ideology is in disarray because it expends a disproportionate amount of energy trying to please the 1% of the hypersensitive population. #Macro #BRICS #USA #Elections2024 #Politics

Yes, my timeline looks rough and sentiment is weak. #macro #credit #spx But smart money is far too bullish given the backdrop: – US driven systemic execution risk – Tariffs expire end-July – Summer liquidity is thin We may grind for now, but vol should spike well before then.